Document and invoice intake
Extracts structured fields from receipts, invoices and supporting documents, checks completeness and duplicates, and preserves the source evidence.
Someone in your business is retyping invoices today. We connect intake, triage and reporting into your existing finance stack, and a named person still authorises anything that matters.
Four things we find in almost every back office that has never been engineered.
A supplier emails a PDF. Someone opens it, reads it, and types the fields into your accounting system.
Read on arrival, checked for completeness and duplicates, and queued for a person to approve.
Four hundred unread, three people half-watching it, and the urgent one sitting on page two.
Sorted by sender, subject and urgency, routed to an owner, and visible when it goes unanswered.
So the biggest debtor gets chased last, because chasing them is the most awkward conversation.
Prepared from approved wording with disputes flagged. Tone and escalation stay with your finance team.
Most of it spent finding numbers rather than thinking about them.
Inputs gathered and every figure traceable to its source, including the ones that are missing.
A supplier emails a PDF. Someone opens it, reads it, and types the fields into your accounting system.
Read on arrival, checked for completeness and duplicates, and queued for a person to approve.
Four hundred unread, three people half-watching it, and the urgent one sitting on page two.
Sorted by sender, subject and urgency, routed to an owner, and visible when it goes unanswered.
So the biggest debtor gets chased last, because chasing them is the most awkward conversation.
Prepared from approved wording with disputes flagged. Tone and escalation stay with your finance team.
Most of it spent finding numbers rather than thinking about them.
Inputs gathered and every figure traceable to its source, including the ones that are missing.
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A wave activates two of the five agent capabilities, chosen against your own value case. Enablement is part of every wave, not an alternative to one.
Extracts structured fields from receipts, invoices and supporting documents, checks completeness and duplicates, and preserves the source evidence.
Classifies incoming mail, identifies what is needed, drafts an acknowledgement and routes the work to a named owner.
Takes routine internal requests, gathers what is required, creates and tracks the task, and chases the missing response.
Monitors invoice and payment status, queues by age, detects disputes and drafts chasers from wording your team approved.
Assembles approved operating and financial inputs, flags stale or conflicting evidence, and links every conclusion to its basis.
Finance and admin staff trained on what the system flags, what it cannot see, and when to send something back.
Xero, QuickBooks, Sage 50, Sage 200, Sage X3, Sage Intacct, Exact Online, FreeAgent, iplicit and Access Financials.
Microsoft Business Central, NetSuite, SAP Business One and Odoo, among others in our integration library.
So an invoice query, a customer record and an open deal are the same conversation rather than three.
We have built more than 300 integrations. If the data lives somewhere awkward, that is the normal case, not the exception.
This is a finance workflow, so the boundary matters more here than anywhere else in the programme. It is written down before anything runs.
Reads the document, checks it, and puts it in front of a person. It does not post anything.
Nominal and tax coding is a restricted action. A qualified person decides it, every time.
No payment, no ledger entry, no write-off, no payment arrangement. Not with approval. Not at all.
Tone, frequency and legal referral are set and changed by your finance team. A chaser that reads as a threat costs you a customer.
It gets you to the underlying numbers faster. It does not tell you what they mean.
Every extraction, flag, approval and rejection recorded against the source document.
An in-house engineering team that has delivered more than 300 technology projects. Work with engineers who have built this before.
Agents and integrations designed, tested and shipped by our own engineers. Nothing is subcontracted.
SpotDev is enrolled in the OpenAI Partner Network at Select tier, alongside HubSpot Diamond status and Custom Integration and Onboarding accreditations.
Honest evaluation of the right model for the work. We hold OpenAI Select Partner status and deep expertise in Anthropic's Claude, and we will say when the answer is the AI you already pay for.
We will not quote you a percentage we have not measured on your documents. Accuracy is established against a sample of your own invoices during the first month, and the approval gate exists because it will never be perfect.
A person catches it, because a person approves it. Corrections feed back into the evaluation set, and repeated failures on a document type are treated as a defect to fix rather than noise to absorb.
Probably. Xero, QuickBooks, the Sage range, Business Central, NetSuite and others are already in our integration library. What each supports depends on your edition, which we check rather than assume.
It removes the retyping, not the judgement. Somebody still approves, still handles the exceptions and still owns the relationship with the supplier. That is your decision to make, not ours.
No. We give no financial, tax, legal or accounting advice, and whether chasing a particular debt is regulated depends on who the debtor is. We build the controls. Your advisers rule on your obligations.
From £10,000 per month as part of AI Accelerator, committed a quarter at a time. Model and platform usage is billed separately. Enterprise programmes are priced on complexity.
Related: AI Accelerator · Integration library · AI implementation
SpotDev is an OpenAI Select Partner and a HubSpot Diamond Solutions Partner. SpotDev is a separate company from OpenAI, and partner status does not constitute endorsement of SpotDev by OpenAI. OpenAI and ChatGPT are trademarks of OpenAI. HubSpot is a trademark of HubSpot, Inc. Claude is a trademark of Anthropic, PBC.